Hospital Glossary


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Credit Notes

Credit Notes are vital in maintaining accurate financial records and ensuring smooth billing operations in medical Practices and Hospitals. They provide a structured way to correct billing errors, adjust Patient accounts for medical aid claim discrepancies, and reverse charges for cancelled appointments or procedures.

In cases where discounts or write-offs are applied, Credit Notes ensure transparency while keeping financial records compliant with tax and regulatory requirements. By using Credit Notes effectively, medical Practices can prevent disputes, improve Patient satisfaction, and maintain clear, auditable financial records. GoodX Software simplifies the process, allowing efficient and accurate Credit Note management within a Practice’s billing system.

💡Please Note: Credit Notes can be issued for a Full Invoice or a Partial Invoice such as a single line on an Invoice.

Web App:

Shortcut: N/A

Roadmap 1 (Case): NW > MOD Hospital - S Case Management > Select Desired Case - SB Case > B Case Account - S Hospital Case - S Case Account >> Select Desired Invoice > S Invoice Lines > T Actions - S Actions > B Credit Note - S Credit Note

Roadmap 2 (Case): NW > MOD Hospital - S Case Management > Select Desired Case - SB Case > B Account Details >> Select Desired Invoice > S Invoice Lines > T Actions - S Actions > B Credit Note - S Credit Note

Roadmap 3 (Case): NW > MOD Hospital - S Case Management > Select Desired Case - SB Case > B Case Edit - S Case > T Case Account - S Case Account >> Select Desired Invoice > S Invoice Lines > T Actions - S Actions > B Credit Note - S Credit Note

Roadmap (Debtor): NW > MOD Debtors - S Debtors > B Account Details - S Account Details >> Select Desired Invoice > S Invoice Lines > T Actions - S Actions > B Credit Note - S Credit Note

User Manual Link: How to Create a Credit Note


Desktop App:

Shortcut: N/A

Roadmap: MOD Med Debs - S Debtor Manager > M Transactions > SM Credit notes (New Interface) - S Select period > Select Relevant Period > B OK - S Debtors Credit Notes